PI

PFG Investments Portfolio holdings

AUM $1.93B
1-Year Est. Return 25.31%
This Quarter Est. Return
1 Year Est. Return
+25.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$64.3M
2
+$35.8M
3
+$20.3M
4
AMZN icon
Amazon
AMZN
+$18.3M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$17.7M

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.49M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M
5
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.3M

Sector Composition

1 Technology 19.51%
2 Consumer Discretionary 7.03%
3 Healthcare 6.07%
4 Financials 5.84%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$630K 0.04%
+3,409
452
$629K 0.04%
8,897
+2,996
453
$627K 0.04%
+16,228
454
$626K 0.04%
3,271
+1,193
455
$622K 0.04%
9,036
+445
456
$620K 0.04%
+44,359
457
$620K 0.04%
9,667
+4,762
458
$619K 0.04%
+2,126
459
$619K 0.04%
6,061
-247
460
$610K 0.04%
7,155
-20,265
461
$609K 0.04%
+2,975
462
$609K 0.04%
21,000
463
$608K 0.04%
3,832
+612
464
$605K 0.04%
+5,201
465
$601K 0.04%
3,926
+587
466
$592K 0.04%
3,167
+219
467
$586K 0.04%
2,150
+206
468
$586K 0.04%
+14,711
469
$584K 0.04%
10,831
+5,803
470
$583K 0.04%
+12,330
471
$581K 0.04%
697
+215
472
$581K 0.04%
+3,182
473
$581K 0.04%
+14,499
474
$576K 0.03%
14,784
+8,508
475
$574K 0.03%
+1,199
17 18
19
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